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LGT Financial Advisors’s Advanced Drainage Systems WMS Stock Holding History

LGT Financial Advisors’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$3.01K – 729
2024
Q4 		$3.01K Sell
26
-69
-73% -$9.58K 0.01% 638
2024
Q3 		$14.9K Sell
95
-14
-13% -$2.19K 0.04% 342
2024
Q2 		$17.5K Buy
109
+67
+160% +$11.2K 0.04% 338
2024
Q1 		$7.23K Hold
42
– – 0.01% 546
2023
Q4 		$5.91K Hold
42
– – 0.01% 599
2023
Q3 		$4.78K Buy
+42
New +$5.13K 0.01% 631

Other funds holding WMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's WMS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Advanced Drainage Systems (WMS) in Q1 2025, closing a stake of 26 shares — an estimated $3.01K sold.

LGT Financial Advisors first reported a position in WMS in Q3 2023 and held it in 6 quarters. The position peaked at $17.5K in Q2 2024. 460 funds tracked by Wall St. Rank hold WMS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Advanced Drainage Systems position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 26 Advanced Drainage Systems shares in Q1 2025, an estimated $3.01K.
  • LGT Financial Advisors first reported a position in Advanced Drainage Systems in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Advanced Drainage Systems position peaked at $17.5K in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.